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SMLKX vs VSMAX
SMLKX vs VSMAX Comparison
Open Charts SMLKX vs VSMAX
Shelton S&P Smallcap Index K
Price$20.68
Change-$0.13 (-0.62%)
VolumeN/A
Net Assets50.59M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SMLKX vs VSMAX Comparison Chart in %
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SMLKX vs. VSMAX commentary
Aug 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMLKX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SMLKX (50.6M). VSMAX pays higher dividends than SMLKX: VSMAX (1.37) vs SMLKX (0.53). SMLKX was incepted earlier than VSMAX: SMLKX (22 years) vs VSMAX (25 years). SMLKX (1.41) is less costly to investors than VSMAX (0.05). SMLKX is a more actively managed with annual turnover of: 26.00 vs. VSMAX (13.00). SMLKX has a lower initial minimum investment than VSMAX: SMLKX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. SMLKX (-6.02). VSMAX return over 5 years is better than : 57.73 vs. SMLKX (12.32).
| SMLKX | VSMAX | SMLKX / VSMAX | |
| Total Expense Ratio | 1.41 | 0.05 | 2,820% |
| Annual Report Gross Expense Ratio | 1.41 | 0.05 | 2,820% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -0.608 | 2.517 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.6M | 154B | 0% |
| Annual Yield % from dividends | 0.53 | 1.37 | 39% |
| Returns for 1 year | -6.02 | 9.17 | -66% |
| Returns for 3 years | -10.33 | 20.48 | -50% |
| Returns for 5 years | 12.32 | 57.73 | 21% |
| Returns for 10 years | 0.59 | 113.12 | 1% |
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